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Create new deal from resident intake form submissions

Create new deal from resident intake form submissions

Your intake form submissions lack CRM records, leaving leasing coordinators without contact context. This creates a deal with mapped fields so reps can begin outreach same day.

Create new deal from resident intake form submissions

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Zap details:

Overview

Unstructured intake leads slow leasing outreach and fragment your CRM and analytics. This flow creates a complete deal and person record from each submission, giving leasing reps and data teams consistent, same-day context to act on new prospects.

Create new deal from resident intake form submissions